Piedmont Capital Management, LLC/NC
Piedmont Capital Management, LLC/NC reported 125 stocks worth $168M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VOO (15.8%), VEA (7.0%) and FLQM (5.7%). Compared with Q2 2026, the fund opened new positions in XOM, SPMD and PLTR, added to VOO, VEA and LVHI, trimmed FLQM, SPY and NVDA and sold out of GLW, LRCX and KLAC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $26.6M | 15.8% | 38K | +1,070 (+3%) | 4 of 4 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $11.9M | 7.0% | 168K | +1,506 (+1%) | 4 of 4 | |
| 3 |  FLQM Franklin Templeton ETF TR | $9.6M | 5.7% | 167K | −6,174 (−4%) | 4 of 4 | |
| 4 |  LVHI Legg Mason ETF Invt | $8.4M | 5.0% | 202K | +10K (+5%) | 4 of 4 | |
| 5 |  SPY Spdr S&P 500 ETF TR | $8M | 4.7% | 10K | −25 (−0%) | 4 of 4 | |
| 6 |  IWD Ishares TR | $6.8M | 4.0% | 28K | No change | 4 of 4 | |
| 7 |  BRK.A Berkshire Hathaway Inc Dclass A | $6.7M | 4.0% | 9 | No change | 4 of 4 | |
| 8 |  IVV Ishares TR | $5.6M | 3.3% | 7,339 | +14 (+0%) | 4 of 4 | |
| 9 |  AAPL Apple Inc | $5.2M | 3.1% | 16K | +133 (+1%) | 4 of 4 | |
| 10 |  NVDA Nvidia Corporation | $5M | 3.0% | 22K | −297 (−1%) | 4 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLW Corning Inc | $302K | 1,182 |
 LRCX Lam Research Corp | $251K | 579 |
 KLAC Kla Corp | $247K | 820 |
 MCD Mcdonalds Corp | $229K | 846 |
 PNC PNC Finl Svcs Group Inc | $221K | 896 |
🔒 Free account: see all 9.
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Piedmont Capital Management, LLC/NC 13F FAQ
What does Piedmont Capital Management, LLC/NC own?
Piedmont Capital Management, LLC/NC reported 125 stocks worth $168M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are VOO (15.8%), VEA (7.0%) and FLQM (5.7%). The table above lists every position in the filing (the top 10 without an account).
What did Piedmont Capital Management, LLC/NC buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 21 added to, 34 trimmed and 9 sold out. New positions include XOM, SPMD and PLTR. It sold all of GLW, LRCX and KLAC.
When will Piedmont Capital Management, LLC/NC file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Piedmont Capital Management, LLC/NC's portfolio worth?
The Q3 2026 filing reports $168M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.